Customer Intake and Setup

When a new customer fills out their intital form, the Digital Worker (DW) sets up all of the teams, groups, applications, and processes associated with the new client.

Industry:

All Industries

Function:

Account Management

Steps

Get information from form results.
Setup Google Group and invite members.
Setup Microsoft Teams and invite members.
Create SharePoint client folder.
Add all new customer forms to client folder.
Setup recurring invoice in QuickBooks.

Benefits

No items found.

Popular Applications

Our services are not limited to these applications. This Digital Worker is available for any cloud based application.

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